Resources

Welcome to our Resources page, a curated space designed to inform, inspire and support your journey forward. Whether you’re looking for insights, practical tools, or thought leadership, you’ll find a range of materials to help you stay ahead and make confident decisions about the future.

EO Know How – “Take it From a Former Owner, This is How it is Going to Feel: Part Two”

Transitioning your company to an Employee Ownership Trust (EOT) and staying on as a leader requires a massive emotional and professional pivot. Beyond the legalese and financial structuring, here is

EO Know How – “Take it From a Former Owner, This is How it is Going to Feel: Part One”

Here are my top tips on how you can spot the warning signs that your ego is driving rather than supporting the Trust.

EO Know How – “The Three-Legged Stool of EO. Moving from Transaction to Transformation”

Barry explores the “Three-Legged Stool” in EO. If all three legs are strong and aligned, the stool supports a thriving, resilient company for generations. But if even one leg wobbles,

Employee Ownership Scheme Trends

Why employee ownership schemes are exploding (and not for the reasons you might think).

EO Know How – EO Unvarnished “Why Your Most Popular Employee Owner Might Be Your Worst Trustee”

Barry explores one of the most uncomfortable truths in employee ownership: the most popular employee owner is not always the right person to sit on an EOT Board.

EO Know How – “Navigating the Post EO Identity Crisis”

Barry hit the twelve-month milestone of his CEO transition on April 1st, 2026. Looking back with the wonderful gift of hindsight, he’s asking: ‘Was it a smooth exit, or a

EO Know How – EO Unvarnished “EO Isn’t An Item On Your To-Do List. It Is The List”

In this ‘EO Unvarnished’ series, Barry explores an uncomfortable but important truth: when Employee Ownership is treated as an administrative add‑on, it can start to feel overwhelming.

EO Know How – EO Unvarnished “The ‘Multiple Hats’ Governance Paradox”

In this ‘EO Know How’ in Barry’s ‘EO Unvarnished’ series, he explores one of the most underestimated challenges in employee ownership: what happens when empowerment and governance collide.

EO Know How – EO Unvarnished “Passing on the Baton and not the Problem – Why a Clear Founder Transition is Our Best Asset”

The second ‘EO Unvarnished’ episode in Barry’s ‘EO Know How’ sub‑series focuses on a familiar but rarely addressed challenge: the founder who won’t let go.

Impact Report 2025

This Impact Report highlights our key achievements and plans, providing a snapshot of our impact on our clients, our team, and our community.

The power and potential of philanthropic investing

Philanthropic giving is needed now more than ever. Whether you’re new to strategic giving or seeking greater impact, this whitepaper deepens your understanding and helps you give with confidence.

EO Unvarnished 1 – Challenging Debt Repayment Years
EO Know How – EO Unvarnished “What They Don’t Tell You About EO – The Challenging Debt Repayment Years”

We’re delighted to introduce a new sub-series of Barry’s ‘EO Know Hows’, called ‘EO Unvarnished’, where he’ll tackle the real-world challenges of Employee Ownership head on.

Beyond the Handshake - Setting the Timeline for Your First Employee Ownership Profit Share
EO Know How – “Beyond the Handshake. Setting the Timeline for Your First Employee Ownership Profit Share”

Knowing when to pay your first Employee Ownership Trust (EOT) bonus is crucial. Barry explores the key considerations every business should weigh before paying its first EOT bonus.

How do you strike the correct balance between Stake & Soul - Weekly Employee Ownership Blog
EO Know How – “How Do You Strike the Correct Balance Between Stake and Soul?”

Thinking about becoming employee-owned? Barry explores striking the right balance between stake and soul in this EO Know How.

Stake & Soul - Defining the Employee Ownership Difference
EO Know How – “Stake & Soul – Defining the Employee Ownership Difference”

We explore the inspiration behind Barry’s new podcast ‘Stake & Soul’, what to expect, the meaning behind the name and why it offers a more human take on employee ownership.

Why Architecture is Leading the Employee Ownership Revolution - Weekly Employee Onwership Blog
EO Know How – “Why Architecture is Leading the Employee Ownership Revolution”

We explore why the EOT model gives architects a stronger, more resilient way to protect their intellectual capital, secure succession, and preserve the unique design identity of their practice.

The Unspoken Journey of a Founder - Weekly Employee Ownership Blog
EO Know How – “The Unspoken Journey of a Founder”

Explore the human side of employee ownership (EO) – the identity shift and the new purpose founders must build after the deal completes.

The Fading Ownership Mirage - Weekly Employee Ownership Blog
EO Know How – “The Fading Ownership Mirage”

The transition to Employee Ownership is only the beginning. We explore the realities of life under an EOT – from governance to leadership evolution.

The Art of the Handover - Weekly Employee Ownership Blog
EO Know How – “The Art of the Handover”

Deferred consideration sits at the heart of most EO deals. In this ninth EO Know How we explore how to plan for it well, for both seller and business.

Transaction. Transition. Transformation. - Weekly Employee Ownership Blog
EO Know How – “Transaction, Transition and Transformation”

Employee ownership isn’t just a transaction. In this episode, we explore the full EO journey, from legal handover to real cultural change.

The Business Lives On - Weekly Employee Ownership Blog
EO Know How – “The Business Lives On”

Choose a path that honours the journey, protects your people and ensures that the legacy you built doesn’t just survive – it thrives.

Ready to talk about the future?

Let’s start a conversation about what’s next, we’re ready when you are.